Semi-Absolute Power & Its Corruption; Larry Kudlow & Ocasio-Cortez
What a difference a month & half makes? Remember what we wrote on December 15, 2018 just 3 days before the December Federal Reserve meeting? “T...
Category: Current Affairs
Interesting TACs of the Week (January 26 – February 1, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Happy Republic Day to India & the Global Indian Diaspora
Today, January 26, 2019 is the Republic Day of India, the day the Indian state became a sovereign Democratic Republic. The Constitution was adopted in No...
Interesting TACs of the Week (January 19 – January 25, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Straits of Malacca & Bay of Bengal – Naturally Evolving US-India Relationship – II
Last week, we discussed India taking over the operations at Chabahar, the new port in Iran and the enormity of the reach the port provides to Afghanistan...
Interesting TACs of the Week (January 12 – January 18, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Interesting TACs of the Week (January 5 – January 11, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
China, Apple, Trump and 4 Traps of Magnus
This week the world’s biggest market cap company, the world’s biggest corporate icon, the company that has done more to bring the world toget...
Interesting TACs of the Week (December 29 – January 4, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
2019 – A Cycle Change?
As we stand at the dawn of a new year, it behooves us to ask if there is a cycle change going on. The tremendous volatility seen in US equity markets is ...